RFUTX Mutual Fund
RFUTX Mutual Fund
NAV$22.89
TER0.39%
Holdings18
See how much of RFUTX you already own
RFUTX Mutual Fund
NAV$22.89
American Funds 2060 Target Date Retirement Fund Class R-6
TER0.39%
Holdings18
See how much of RFUTX you already own
RFUTX Mutual Fund Overlap Analysis
RFUTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFUTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, RFUTX may share significant positions with broad-market funds.
RFUTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFUTX tax-loss harvesting finds highly correlated but non-identical funds.